During this session, we’ll unpack ways to help protect your money, choices, and values as you plan for what’s next.
We’ll also share:
• Ways to use your experiences to design a second or third act that reflects what matters most to you
• Real stories around how others are planning for and living in retirement
• Tips for transitioning from building and saving to spending and sustaining
• Ideas for leaving a legacy, making a positive impact, and paying it forward
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
This information is intended to be educational and is not tailored to the investment needs of any specific investor.
*Series exams are administered by the Financial Industry Regulatory Authority and state securities administrators. Individuals are required to pass certain examinations and/or meet other criteria in order to be eligible to partake in certain securities industry activities.
The CERTIFIED FINANCIAL PLANNER® certification, which is also referred to as a CFP® certification, is offered by the Certified Financial Planner Board of Standards, Inc. ("CFP Board"). To obtain the CFP® certification, candidates must pass the comprehensive CFP® certification examination, pass the CFP® Board's fitness standards for candidates and registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility, and have at least 3 years of qualifying work experience, among other requirements. The CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States.
Fidelity and the Fidelity Investments logo are registered service marks of FMR LLC.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
© 2026 FMR LLC. All rights reserved.
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Gina is a Vice President and Financial Consultant at Fidelity Investments and is based in Burlington, MA. In this role, Gina works with clients to understand their personal and professional goals in order to help them create a sound investment plan catered to their needs. Through collaboration with clients, she helps them understand and feel empowered by their strategy.
Prior to assuming her current role in 2014, Gina was an Account Executive at Fidelity from 2012 to 2014. Before joining Fidelity in 2012, Gina worked as a regional representative at John Hancock Funds and a senior internal wholesaler at John Hancock Distributors.
Gina earned a Bachelor of Science degree in Finance from the University of Vermont. She is FINRA licensed Series 7, 63 and 65 exams.*
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Lorna Kapusta is driven to help women become more actively involved and confident in their finances at every stage of life—a mission that became deeply personal after conquering her own financial stressors, getting more engaged and finding confidence in her family’s financial goals and picture overall.
In her role as Head of Women and Engagement at Fidelity Investments, one of the industry’s largest and most diversified financial services companies, Lorna is responsible for a firm-wide initiative committed to helping women become more engaged in their finances and ultimately, more confident investors.
She leads a cross-company team focused on creating educational events and resources that help women get more hands on with their money and address financial planning and investing topics most important right now. Lorna is passionate about helping women have that “a-ha moment” that brings to life how building a strong financial foundation and getting more invested can help their savings work harder to reach their goals.
Lorna and her husband, Matt, live in the suburbs of Boston, juggling a busy household with their three children (Jacob, Aiden and Sage), three dogs (Jazzy, Rocco and Chewy) and a cat (Vadah).
You can follow along with Lorna on LinkedIn and in Fidelity’s Women Talk Money community.
Randelle Lenoir is a vice president and branch leader in the Chicago area. She spends her days at Fidelity inspiring a team of financial professionals and coaching them in how to deliver essential support to customers in need of financial planning.
She’s been in the industry since 2008, the majority of that time working one-on one with clients from all walks of life, helping them solve problems and achieve goals. She believes that solid financial planning relationships can changes lives and communities for the better.
Randelle holds a bachelor’s degree in economics from Michigan State University and calls Lansing, Michigan, her hometown. Her special interests include community building, wellness, education, and artistic expression of all sorts.
Alexandra (Alex) Roca is the Women Talk Money host. She specializes in bringing financial education to life, transforming complex retirement and investment topics into engaging, actionable insights for Fidelity clients.
She is a registered representative, is a CERTIFIED FINANCIAL PLANNER® professional, and has her Florida insurance license. A bilingual presenter in English and Spanish, Alex is always looking for new ways to make financial planning relatable and engaging.
When she’s not demystifying finances, you can find her spending time with family and friends, cooking up something delicious, traveling, reading, or enjoying a concert.
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Margaret McKenna is a Senior Advisor to Fidelity’s senior management team. She formerly served as the executive vice president of Relationship Management for the Workplace Investing (WI) business of Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to individuals, institutions and advisors.
Since joining Fidelity in 2000, Margaret has been dedicated to providing outstanding customer service to Fidelity’s Workplace Investment clients. Starting at Fidelity as a Service Delivery Leader, Margaret demonstrated her exceptional ability to develop strong and trusting client relationships. Margaret’s client-centered approach served her well as she was promoted to Managing Director, Managing Director Team Leader, and then Head of Relationship Management for the Strategic client market. Margaret has more than 30 years of experience in the industry, holding leadership roles within the insurance and health care fields.
Margaret received her Bachelor of Arts from Emmanuel College and Master of Business Administration from Boston University.
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